Short-Term Insurance Adviser

About the Role Short-Term Insurance Advisers are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business (personal and commercial lines) in accordance with targets laid down by Momentum Insure. Key Responsibilities Source sufficient lead generating opportunities to ensure a healthy, income generating pipeline - Minimum requirement of 8.5 written policies per month - Maintain and update your Lead Generation Matrix on a weekly basis - A Short-Term Insurance Adviser is required to conduct a comprehensive needs analysis with all prospective clients to discharge on their advice responsibility. - Perform in line with business expectations on agreed key performance areas. - Keep up to date and fully informed on product comparisons with opposition products. - Be proficient in the Momentum Insure product and stay abreast of all the product changes and enhancements. - Be compliant in all activities in accordance with regulations and standards of all Insurance regulations and professional guidelines and ethics Qualifications and Experience Matric/Grade 12 - FAIS Credits (min 30 credits in short term insurance if date of first appointment is before 2010) - or if date of first appointment is on or after 01/01/2010, a full recognised qualification as per the FSCA qualification list - FAIS Regulatory examination for Representatives (RE5) - 12 CPD (continuous professional development) points if registered for 1 line of business, 18 CPD points if registered for both commercial and personal lines - Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent Minimum of 3 years' experience in selling short term insurance either as a broker agent or tied agent R49 per year · Renews annually until cancelled Matched alerts Application tracking Follow-up reminders #J-18808-Ljbffr